Eagle Strategies

Highly Engaged Employees

Eagle Strategies, founded in 2007, operates within the Investment Banking and Finance sectors, providing comprehensive investment advisory and financial planning services. The company offers a diverse range of solutions including fund advisory, brokerage, charitable investing, and various insurance products such as life insurance and long-term care insurance, alongside investment annuities. With a significant operational footprint, Eagle Strategies manages 42 locations across North America, underscoring its broad market reach. The company's financial performance is robust, reporting revenue of $654.2 million, and it employs a substantial workforce ranging from 1,000 to 5,000 individuals, indicating a considerable scale of operations and market presence. This extensive network and service portfolio position Eagle Strategies as a key player in its industry.

The company's strategic approach focuses on delivering tailored financial solutions to meet client needs across different life stages and investment goals. Its services are designed to support wealth management, retirement planning, and legacy building through expert guidance and a wide array of financial instruments. The operational structure supports a large client base, facilitated by a dedicated team committed to financial excellence and client success. For insights into the personnel driving these operations, one can Learn about Eagle Strategies's global headquarters and Meet Eagle Strategies's team to understand the leadership and organizational structure that underpins its success in the financial services landscape.

Eagle Strategies competes in a dynamic market against established firms like Neuberger Berman and Columbia Threadneedle Investments, among others listed. Its business model, centered on advisory and planning, leverages its extensive location count and employeeView more...